Ellison Kibler team ranked No. 4 nationally on Forbes Wealth Management list
November 13, 2025
The Ellison Kibler team has been ranked No. 4 in the nation on Forbes’ 2025 “America’s Top Wealth Management Teams High Net Worth” list, the publication announced Wednesday. The rankings are based on data as of March 31, 2025.
The annual list, developed by SHOOK Research for Forbes, evaluates teams through in-person, virtual and telephone due-diligence meetings and a proprietary algorithm. Criteria include best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and firm-generated revenue. Investment performance is not considered because client goals and risk tolerance vary.
Rankings are intended for investor evaluation and are not indicative of future performance. SHOOK did not receive compensation for inclusion on the list.
Merrill Lynch, Pierce, Fenner & Smith Inc. (MLPF&S), the team’s firm, is a registered broker-dealer and investment adviser and a subsidiary of Bank of America Corp. MLPF&S makes available investment products from BofA affiliates and offers brokerage and investment advisory services. Merrill and its advisors do not provide legal, tax or accounting advice.
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